See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,370 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,763 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,819 | $35,197+143.8% | $53,898+59.2% | $102,872-16.6% |
| Participation rate | 71.9% | 29.6%+42.3pp | 55.0%+16.9pp | 73.0%-1.2pp |
| Annual return | 16.46% | 17.55%-1.1pp | 528.60%-512.1pp | 19.06%-2.6pp |
| Employer contribution / active EE | $1,971 | $713+176.6% | $932+111.5% | $3,526-44.1% |
| Participant deferral / active EE | $3,906 | $1,333+193.1% | $1,826+113.9% | $5,535-29.4% |
| Admin fee / account holder | $29 | $834-96.6% | $2,491-98.8% | $292-90.2% |